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# Need help creating a formula using certain data from two sheets within a workbook

I am trying to calculate what portion of a refund would be sales tax refund only using data from two sheets within a workbook.

First I have the match the zip code (column I) from sheet 1 (refunds) to zip code (column A) in sheet 2 (CompliSalesTaxRates). If those zip codes match up and equal each other, then I need to multiply the refund amount (column E) in sheet 1 (Refunds) by the total sales tax rate (column I) on sheet 2 (CompliSalesTaxRates).

I want this total to go into Sales Tax Refund Amount (column J) on sheet 1 (refunds)

I have been working for a while to try and get a formula together and can't seem to get quite there. Would appreciate any help!

3 Replies

# Re: Need help creating a formula using certain data from two sheets within a workbook

=VLOOKUP(I2,CompliSalesTaxRates!\$A\$2:\$I\$80602,9,FALSE)*E2

Is this what you are looking for? There are zipcodes with multiple StrTotalTaxRates, for example zipcode 98155. VLOOKUP finds the first match of the zipcode and selects the corresponding StrTotalTaxRate.

# Re: Need help creating a formula using certain data from two sheets within a workbook

Thank you so much for your response.
Is there a way to tie the name of the city on sheet 1 (refunds) to any zip codes that have multiple "StrTotalTaxRate"?

# Re: Need help creating a formula using certain data from two sheets within a workbook

=VLOOKUP(I2&H2,CHOOSE({1,2},CompliSalesTaxRates!\$A\$2:\$A\$80602&CompliSalesTaxRates!\$E\$2:\$E\$80602,CompliSalesTaxRates!\$I\$2:\$I\$80602),2,FALSE)*E2

This formula ties zipcode and city togehter no matter if there are multiple StrTotalTaxRates for a zipcode. Enter formula with ctrl+shift+enter if you don't work with Office365 or 2021.

Sometimes formula returns #NA because no exact match is found. For example in row 64 "Wildwood   crest" is entered with 3 spaces. In row 263 " Slidell" is entered with a space in the beginning.